Kovitz Investment Group Overview

  • Year Founded
  • 2003

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 50


  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

  • Investments
  • 5

Kovitz Investment Group General Information


Operator of investment management services catering to individuals, institutions and financial professionals. The company offers wealth management, investment advisory and financial planning services, thereby helping to identify and implement the decisions that suit their needs.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Capital Markets/Institutions
Parent Company
Primary Office
  • 71 South Wacker Drive
  • Suite 1860
  • Chicago, IL 60606
  • United States
+1 (312) 000-0000

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Kovitz Investment Group Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Kovitz Investment Group Executive Team (55)

Name Title Board Seat Contact Info
Rudy Adolf Founder, Chief Executive Officer & Chairman
Marc Brenner JD Co-Founder, Principal, Vice Chairman & President, Kovitz Real Estate
Carolyn Raden Principal, Chief Operating Officer and Interim Chief Financial Officer
Allen Berg Managing Director
Patrick Wiese Principal & Chief Information Officer
You’re viewing 5 of 55 executive team members. Get the full list »

Kovitz Investment Group Board Members (2)

Name Representing Role Since
0000 000000 Kovitz Investment Group Portfolio Manager & Member of the Investment team 000 0000
0000 00000 Kovitz Investment Group Founder, Chief Executive Officer & Chairman 000 0000
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Kovitz Investment Group Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Kovitz Investment Group Investments & Acquisitions (5)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000000 05-Jan-2023 0000000000 Asset Management 00000000
000000 22-Dec-2021 0000 00000 000000 Electronics (B2C)
0000 0000000 28-Aug-2018 0000000000 0000 Asset Management 0000 0000
000 01-Jan-2005 0000000000 Accessories
Spex 01-Jan-2002 Platform Creation Accessories
To view Kovitz Investment Group’s complete investments and acquisitions history, request access »

Kovitz Investment Group Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000 01-Jan-2002 00000000 00000000 Completed
  • 000000 0000000000
To view Kovitz Investment Group’s complete exits history, request access »